Estate Planning Basics: Protecting Your Legacy and Reducing Taxes

Описание: Most Americans don’t have an up-to-date estate plan - or any plan at all. In this video, Kyle Wasson, CFP® of Inside Edge Capital, walks through the key steps to make sure your assets go where you intend, your loved ones are protected, and unnecessary taxes are minimized. Whether you just need a simple will or a more complex trust structure, Kyle explains how to design an estate plan that fits your goals - and why reviewing it every few years could save your family time, money, and stress.

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Inside Edge Capital & its representatives are in compliance with the current registration & notice filing requirements imposed upon registered investment advisers by those states in which Inside Edge Capital maintains clients. Inside Edge Capital may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The information in this presentation should not be construed, in any manner whatsoever, as a substitute for personalized individual advice from Inside Edge Capital.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Information presented is also dated material and may be out of date or obsolete after the date of publication. Investment model performance is dependent on the time period selected and may not fully reflect actual model performance based on trade timing and other factors. This report is not intended to predict or show any actual account performance. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

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